AA

Apriem Advisors Portfolio holdings

AUM $1.06B
1-Year Est. Return 18.1%
This Quarter Est. Return
1 Year Est. Return
+18.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$377M
AUM Growth
+$9.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$9.2M
3
+$8.7M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$5.61M
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$1.43M

Top Sells

1
+$10.4M
2
+$8.1M
3
+$4.06M
4
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
+$2.68M
5
WDC icon
Western Digital
WDC
+$2.32M

Sector Composition

1 Technology 7.53%
2 Communication Services 6.17%
3 Financials 5.61%
4 Industrials 4.88%
5 Healthcare 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.49M 1.19%
163,154
+1,744
27
$4.46M 1.18%
95,900
-11,000
28
$4.37M 1.16%
79,546
-120
29
$4.26M 1.13%
136,140
+6,127
30
$4.24M 1.12%
187,494
-118,395
31
$4M 1.06%
28,397
+775
32
$3.57M 0.95%
57,120
+22,795
33
$3.48M 0.92%
77,915
+3,881
34
$3.29M 0.87%
56,492
-165
35
$3.03M 0.8%
62,620
-3,940
36
$2.94M 0.78%
22,625
+106
37
$2.8M 0.74%
44,720
+105
38
$2.65M 0.7%
271,968
-1,860
39
$2.62M 0.69%
34,054
+850
40
$2.25M 0.6%
43,270
+1,500
41
$2.18M 0.58%
92,223
-825
42
$2.11M 0.56%
135,474
-361
43
$2.03M 0.54%
143,840
+14,570
44
$1.91M 0.51%
22,948
+6,789
45
$1.79M 0.48%
37,230
+2,000
46
$1.78M 0.47%
23,921
+1,750
47
$1.76M 0.47%
117,181
+134
48
$1.62M 0.43%
9,589
+52
49
$1.59M 0.42%
19,453
-2,557
50
$1.53M 0.41%
110,615
+11,597
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